John Grasso
Altitude Wealth Management Pty Ltd - HERMIT PARK, QLD
07 4783...
www.grassofinancialservices.com.au
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About Me
John is a employee of Altitude Wealth Management and an Authorised Representative of Altitude Wealth Management. John has completed his Diploma of Financial Planning (Financial Services) and Master of Financial Planning. John is passionate about providing personalised investment strategies to his clients. He enjoys the relationships he builds with clients during the financial planning process and gains satisfaction in seeing clients on their way to meeting their goals. His holistic view to advice means he is happy to collaborate with client’s accountants and legal advisers whenever necessary.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 18 Years
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Licensed By Altitude Wealth Management Pty Ltd